Refund an Overpayment without a Negative AR Balance

Question

I have a check to apply to two invoices at 50% share and the balance to be refunded (they cut the check for too much money). However, I have a balance due for the client. How can I refund the over payment on just the two invoices?

Nancy Duhon · Answer

You can only issue a refund for Unapplied funds. So when you enter the check, apply to the two invoices and leave the remainder as unapplied. (Check the box in the lower right that says remaining amount applies to future invoices.) Then you should be able to create the Refund transaction and tell it to refund the unapplied amount. 
 Nancy Duhon, Esq. Duhon Technology Solutions, LLC Master Certified Consultant for Sage Timeslips Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions. 404-325-9779 duhon@duhon.biz

Sage Timeslips

Refund an Overpayment without a Negative AR Balance

COMMUNITY

COMPANY

PARTNERS

SUPPORT & TRAINING